Civic Intelligence

The Sterling Foundation

990PF • Fiscal year 2017 • EIN 27-1480662

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

Organization Profile
PO Box 3416Chapel Hill, NC 27515

(919) 656-8153

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

84th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

84th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2017

Net Margin

91st percentile

88%

Higher net margin than 91% of similar nonprofits.

2017 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2017

Asset Growth

85th percentile

25%

Faster asset growth than 85% of similar nonprofits.

2017 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

81st percentile

158%

Faster revenue growth than 81% of similar nonprofits.

2017 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$724,702

Up $146,438 (+25%) from 2016

Net Assets

Up

$724,702

Up $146,438 (+25%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin91st percentile

Revenue

Up

$296,940

Up $181,983 (+158%) from 2016

Expenses

Down

$36,311

Down $5,493 (-13%) from 2016

Net Income

Up

$260,629

Up $187,476 (+256%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2012: $498,011Liabilities 2012: $0Net Assets 2012: $498,0112012Assets 2013: $560,360Liabilities 2013: $0Net Assets 2013: $560,3602013Assets 2015: $505,197Liabilities 2015: $0Net Assets 2015: $505,1972015Assets 2016: $578,264Liabilities 2016: $0Net Assets 2016: $578,2642016Assets 2017: $724,702Liabilities 2017: $0Net Assets 2017: $724,7022017Assets 2019: $736,239Liabilities 2019: $0Net Assets 2019: $736,2392019Assets 2020: $719,483Liabilities 2020: $0Net Assets 2020: $719,4832020Assets 2021: $1,004,285Liabilities 2021: $0Net Assets 2021: $1,004,2852021Assets 2022: $884,204Liabilities 2022: $0Net Assets 2022: $884,2042022

Highlighted filing

2017

Assets$724,702
Liabilities$0
Net Assets$724,702
Open 2017 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KExpenses 2012: $29,6182012Revenue 2013: $92,800Expenses 2013: $30,407Net Income 2013: $62,3932013Revenue 2015: $3,583Expenses 2015: $34,367Net Income 2015: -$30,7842015Revenue 2016: $114,957Expenses 2016: $41,804Net Income 2016: $73,1532016Revenue 2017: $296,940Expenses 2017: $36,311Net Income 2017: $260,6292017Revenue 2019: $19,457Expenses 2019: $50,751Net Income 2019: -$31,2942019Revenue 2020: $34,068Expenses 2020: $50,193Net Income 2020: -$16,1252020Revenue 2021: $314,398Expenses 2021: $29,596Net Income 2021: $284,8022021Revenue 2022: $89,599Expenses 2022: $209,680Net Income 2022: -$120,0812022

Highlighted filing

2017

Revenue$296,940
Expenses$36,311
Net Income$260,629
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gary S BergerPres/Treasurer-$0--
Gregory S BergerSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Sterling Foundation
EIN
27-1480662
Phone
9196568153
Address
PO Box 3416, Chapel Hill, NC 27515

Signing Officer

Name
Gary S Berger
Title
President
Signed
2018-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Holliday PLLC
Address
102 MARKET ST STE 200, CHAPEL HILL, NC 27516-4068
Preparer
Jean D Holliday CPA
Phone
9199290595
Raw XML Appendix375 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Jean D Holliday CPA
IRS990PF/StatementsRegardingActyGrp/PhoneNum09199290595
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0The Foundation provides support and aid to organizations operated exclusively for charitable, scientific, literal or educational purposes. The Foundation may also provide support directly or indirectly to economically underprivileged individuals. The Foundation's focus is primarily for promotion of research and education about reproductive disorders and treatments.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Gary S Berger MD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09199290595
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0102 Market Street Suite 200
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Chapel Hill
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd027516
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0None
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Gary S Berger
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt16000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt26000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To support research & education projects
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1To support educational projects
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2To support research & education projects regarding gun safety
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3To support educational projects
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2Unknown
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3Unknown
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0The Arts and Sciences Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1North Carolina Science Fair Foundat
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Everytown For Gun Safety Support Fu
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Teachers2Teachers Global
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0205 South Building
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13800 Hillsborough St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 4184
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31920 South Lakeshore Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Chapel Hill
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Raleigh
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Chapel Hill
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027599
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd127607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210163
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd327514
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt032000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt037554
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt030000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02039
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0855
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01221
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01221
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0102448
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt032000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt037554
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt030000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02039
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0855
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt032000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0103669
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt071669
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Gary S Berger
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO Box 3416
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Chapel Hill
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd027515
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0118112
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0118112
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc011,583 Shares Bridgeway Omni Tax Mgd. Small Cap. 2,689 Shares DFA World Ex-US Targeted Value Inst.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02017-12-22
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0113703
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1488
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Donor Basis appreciated stock versus FMV of Gift Securities
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Federal Tax - UBTI
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank & Wire Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Foreign Taxes
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1186
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1186
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02819
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02819
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Gary S Berger
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Sterling Foundation
ReturnHeader/Filer/BusinessNameControlTxt0STER
ReturnHeader/Filer/EIN0271480662
ReturnHeader/Filer/PhoneNum09196568153
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 3416
ReturnHeader/Filer/USAddress/CityNm0Chapel Hill
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027515
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475468552
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Holliday PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0102 MARKET ST STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHAPEL HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0275164068
ReturnHeader/PreparerPersonGrp/PhoneNum09199290595
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jean D Holliday CPA
ReturnHeader/ReturnTs02018-05-15T09:50:07-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$724,702
Liabilities
$0
Net assets
$724,702
Revenue
$296,940
Expenses
$36,311
Net income
$260,629
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.09$0.21$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.31$0.03$0.28
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.00$0.72$0.03$0.05$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.02$0.05$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.30$0.04$0.26
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.00$0.58$0.11$0.04$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.00$0.03$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.09$0.03$0.06
2012Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.03